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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-27 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Capital | Midvale | UT | 02/2022 | 06/2023 |
| Matix Labs Llc | Salt Lake City | UT | 01/2021 | 02/2022 |
| Black Diamond Equipment | Salt Lake City | UT | 04/2019 | 10/2020 |
| Liberty Mountain Sports | Sandy | UT | 05/2016 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Sterling Financial Group | Salt Lake City | UT | 08/2025 | Present |
1. Fixed insurance sales; as of 08/28/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, TJFP, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Salt Lake City, UT 84124; as of 06/09/2026; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-06 |
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